IAG Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

IAG Wealth Partners’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.7M	Sell	1,109,543 -91,217	-8%	-$4.94M	6.66%	2
2025 Q4	$64.9M	Buy	1,200,760 +21,024	+2%	+$1.14M	7.52%	2
2025 Q3	$63.9M	Buy	1,179,736 +188,358	+19%	+$10.1M	7.67%	1
2025 Q2	$53.1M	Sell	991,378 -88,871	-8%	-$4.71M	7.03%	2
2025 Q1	$57.8M	Buy	1,080,249 +783,953	+265%	+$41.4M	8.99%	1
2024 Q4	$15.5M	Buy	296,296 +295,767	+55,911%	+$15.7M	2.73%	11
2024 Q3	$28.9K	Buy	+529	New	+$28.4K	0.01%	242

Other funds holding JBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's JBND Position: Q1 2026 in Review

IAG Wealth Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 7.6% in Q1 2026, selling an estimated $4.94M and leaving 1,109,543 shares worth $59.7M. The position accounts for 6.66% of the portfolio, ranked #2.

IAG Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $64.9M in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

IAG Wealth Partners held 1,109,543 shares of JPMorgan Active Bond ETF worth $59.7M as of Q1 2026.
IAG Wealth Partners sold 91,217 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $4.94M.
JPMorgan Active Bond ETF made up 6.66% of IAG Wealth Partners's portfolio in Q1 2026, its #2 holding.
IAG Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 7 quarters since.
IAG Wealth Partners's JPMorgan Active Bond ETF position peaked at $64.9M in Q4 2025.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.